Create Stripe customers when BoldSign agreements are signed
A completed agreement can start your customer setup without another round of copying details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
Customer details sit in a signed agreement while you switch apps to create the Stripe record.
- Reduce manual re-entry after signature
- Keep customer setup tied to a completed agreement
- Get a report when required customer details are missing
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Stripe once in Notis.
- 2Create an automation and describe creating a Stripe customer from customer details in a completed agreement.
- 3Pick a Notis webhook trigger and choose where run reports go.
- 4Send the agreement details to the webhook when the agreement is signed.
- 5Test with one real signed agreement.
Questions about this workflow
What starts this workflow?
A request to its Notis webhook starts it. Include the agreement details needed to identify and create the customer.
What if the agreement has no email address?
The automation can report that the customer details need review instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Stripe. A trigger fires from one place; an action lands in another.
Boldsign triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Boldsign and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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